Frequently Asked Questions

To file your taxes, you’ll need:

• W-2s or 1099 forms
• Social Security numbers for you and your dependents
• Last year’s tax return (if available)
• Documentation for deductions or credits (e.g., mortgage interest, medical expenses, education credits)
• Any IRS notices you’ve received

Don’t worry—we’ll guide you through the process to ensure nothing is missed!

Yes, we specialize in filing prior year tax returns. No matter how many years you’ve missed, we’ll help you get caught up and stay compliant with the IRS.

Mistakes happen, and we’re here to fix them. Our amendment services ensure your corrected return is filed accurately, minimizing any penalties or overpaid taxes.

Once we have all the necessary documents, most tax returns are completed promptly. For all returns or IRS issues, we’ll give you a clear timeline upfront.

International.

Accounting advisory is for small business owners that want to get more out of their accounting. We help develop financial and operational dashboards with key performance indicators that help management make better decisions. Our staff meets with owners on a monthly basis to stay up to date on the business and its success. We also provide expert advice on complex areas such as technical accounting, cost accounting and entity selection.

We don’t handle payroll directly; however we partner with several industry-leading partners that provide managed payroll services. We’ll assist in setup and integration and review reporting as part of our bookkeeping services.